Compare Targets with Achieved Revenue with Our Sales Dashboard Templates
Our specially designed sales dashboard template has been created to reflect the sales budget vs. actual revenue against one another and give you a clearer idea of where exactly your company stands at present.
The aim of this sales dashboard is simple: to give you a better overview and a sense of monitoring of the business's finances, where you need greater focus, and control, and evaluating overall performance.
It's a simple tool to evaluate and analyze your performance and look at certain indicators and figures such as the total year-to-year revenue compared to the budget, the actual monthly revenue, other achievements, and details, as well as the line item details for each individual item.
The sales dashboard template is easy to use, customizable, well-designed, and visually appealing. All you need to do is replace sample data with your own, and the spreadsheets are ready to print!
Sales Budget vs Actual Dashboard is an Excel Template that will assist to visualize the actual revenue achievement against the target. The purpose of comparing actual vs budget is to add value to the business through better planning, monitoring, evaluating, and controlling. Management may adjust the budget in upward or downward to coup up with reality and implement cost adjustment or sales promotion measures.
Sales Budget vs Actual Dashboard Template Excel helps to enhance the analytical efforts related to actual and budget of revenue of your organization. Major KPIs and metrics covered in sales budget vs actual dashboard are:
- Total Revenue: year-to-date total revenue in comparison with a budget and last year, monthly actual revenue achievement vs budget and year-over-year growth
- Revenue detail: the actual achievement of each revenue line item against budget and year-over-year growth
- Revenue line item detail: details of each individual revenue item detail with total year-to-date actual in comparison with a budget and last year. Monthly actual achievement over budget and year-over-year growth
Key Features of Dashboard Template:
- Provides key financial insights for the Head of Sales and sales team with details of actual and budget comparison of revenue total, revenue line item details
- Fully editable, easy to use, template with sample data
- Eye-catching design and customizable
- Change the sample data with your data
- Spreadsheets ready for printing without Biz Infograph logo
- Consolidate key financial performance indicators in one dashboard
- No monthly fees
- Immediate download
- No VBA, no Macro
- No installation necessary
- Professionally designed
What is included in this dashboard template?
- Just plug your data, the dashboard will be ready instantly and start using.
- A text file which contains a password to view and edit the formula
- A guide to unlocking all the elements in the dashboard
Professional Support:
- Video tutorial guide on how to navigate and use Sales Budget vs Actual Dashboard Template
- Professional service to customize dashboard template in excel as per business need
- Help and support in post-purchase
- Payment secured by Stripe and PayPal (no PayPal account needed)
A brief guide to using the dashboard template:
- Open the dashboard template
- Go to ‘Indicators’ menu – choose the start month of the fiscal year (i.e. Jan, Feb, Jul, etc.)
- Go to the ‘Enter Data’ menu – remove the sample data and give your actual data in the respective cells. Formula cells are locked, and you cannot edit it without a password.
- Go to the ‘Monthly Dashboard’ menu – select the month name from the drop-down to see the monthly picture of performance indicators
- Go to ‘YTD Dashboard’ menu - select month name from the drop-down to see the year-to-date picture of performance indicators
- Each page is ready for printing – just press CTRL+P
This Excel dashboard template is password-protected to avoid mistakes, such as accidentally deleting formulas. When you completed the purchase, the password will be available.
